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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,901 | $167,522-96.5% | $151,639-96.1% | $134,532-95.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -52.02% | 7.81%-59.8pp | 3.34%-55.4pp | 418.27%-470.3pp |
| Employer contribution / active EE | $2,771 | $6,828-59.4% | $6,165-55.1% | $4,741-41.6% |
| Participant deferral / active EE | $3,413 | $8,986-62.0% | $8,363-59.2% | $6,401-46.7% |
| Admin fee / account holder | $722 | $13,780-94.8% | $11,613-93.8% | $11,429-93.7% |